I Leonard & Miriam G Bernstein Foundation Inc in Cincinnati, Ohio (OH)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Ohio
| I Leonard & Miriam G Bernstein Foundation Inc | |
| Employer Identification Number (EIN) | 310951656 |
| Name of Organization | I Leonard & Miriam G Bernstein Foundation Inc |
| Address | 3117 Esther Dr, Cincinnati, OH 45213-1011 |
| Activities | Other scientific research activities, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $49,082 |
| Amount of Income | $4,878 |
| Form 990 Revenue Amount | $1,379 |
Non-representatives - add comments:
Revenue for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,379 | $1,379 | $897 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $569 | |||
| Dividends and interest from securities | $328 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $482 | |||
| Total expenses and disbursements | $853 | $853 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $853 | $853 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $526 | |||
| Net investment income | $526 | |||
| Adjusted net income | $897 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $49,082 | $52,042 |
| Cash - non-interest-bearing | $3,592 | |
| Investments-U.S. and state government obligations | $20,000 | |
| Investments-corporate stock | $25,490 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $49,082 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $482 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $11 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $11 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $51,972 |
| Net value of noncharitable-use assets | $51,200 |
| Minimum investment return | $2,560 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,549 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,549 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $2,549 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Hyman Blaushild Charitable Foundation Inc | PO BOX 1889, Akron, OH 44309-1889 | OH | 1966-03 | $1 |
| 2 | Hynes Finnegan Foundation | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1953-10 | $388,358 |
| 3 | I Am A Dream, Johnson Gregory | 11523 Edgewater Dr, Cleveland, OH 44102-6157 | OH | 2002-10 | $14,581 |
| 4 | I Am Somebody | 1836 Brewster Ave, Cincinnati, OH 45207 | OH | 1997-01 | $26,440 |
| 5 | I B E W Northeastern Ohio Health And Welfare Fund | 8358 Munson Rd Ste 101, Mentor, OH 44060-2452 | OH | 1964-05 | $4,592,068 |
| 6 | I C L Institute, Institute For Creative Leadership | 10809 Magnolia Dr, Cleveland, OH 44106 | OH | 1979-08 | $140,514 |
| 7 | I Can Center Of Excellence | 1465 Mt Vernon Ave Student Sevice R, Marion, OH 43302 | OH | 2008-10 | $65,432 |
| 8 | I J Van Huffel Foundation | C/O Farmers Trust1625 Niles Cortla, Warren, OH 44484 | OH | 1952-04 | $1,074,178 |
| 9 | I Know I Can | 3798 E Broad St, Columbus, OH 43213-1142 | OH | 1988-04 | $6,831,435 |
| 10 | I L Peretz Workmens Circle School | 1980 South Green Road, Seuclid, OH 44121 | OH | 1951-03 | $1,189 |
| 11 | I Leonard & Miriam G Bernstein Foundation Inc | 3117 Esther Dr, Cincinnati, OH 45213-1011 | OH | 1979-09 | $4,878 |
| 12 | I-Can-Do At New Beginnings | 5785 Stemen Rd, Pickerington, OH 43147-9328 | OH | 2004-10 | $17,230 |
| 13 | Iatse Local 12 Health And Welfare Tr Fund | PO BOX 362, Columbus, OH 43216-0362 | OH | 2001-08 | $47 |
| 14 | Iberia Volunteer Fire Company Inc | PO BOX 46, Iberia, OH 43325-0046 | OH | 1965-11 | $146,660 |
| 15 | Ibew Local 129 Fringe Benefit Funds Inc | 36964 Detroit Rd, Avon, OH 44011-1518 | OH | 1997-12 | $7,262,669 |
| 16 | Ibew Local 32 Neca Veba Plan | 33 Fitch Blvd, Austintown, OH 44515-2202 | OH | 1996-02 | $2,116,189 |
| 17 | Ibew Local 648 Cincinnati Chapter Neca Benefit Office, 648 Ibew | 4300 Millikin Rd, Liberty Twp, OH 45011-2309 | OH | 1990-07 | $260,069 |
| 18 | Ibew Local 683 Fringe Benefit Funds Inc | PO BOX 8010, Columbus, OH 43201-0010 | OH | 1996-05 | $406,364 |
| 19 | Ibew Local 972 Vacation Fund | 50 Sandhill Rd, Reno, OH 45773-8002 | OH | 1981-03 | $1,933,641 |
| 20 | Ibew Local Union 306 Supplemental Health Benefit Fund | 2650 S Main St Ste 200, Akron, OH 44319-1883 | OH | 1985-12 | $2,294,558 |
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